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Disclosery

LPL Financial LLC: SOBO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on SOBO, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 45,425 SOBO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,425 shares
    Change vs previous 13F +1,101 shares

    <0.01% of the 13F portfolio, value $1,600,784.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 44,324 shares
    Change vs previous 13F +5,825 shares

    <0.01% of the 13F portfolio, value $1,476,884.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 38,499 shares
    Change vs previous 13F +615 shares

    <0.01% of the 13F portfolio, value $1,057,562.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,884 shares
    Change vs previous 13F +6,484 shares

    <0.01% of the 13F portfolio, value $1,071,745.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,400 shares
    Change vs previous 13F +14,241 shares

    <0.01% of the 13F portfolio, value $813,582.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,159 shares
    Change vs previous 13F -6,741 shares

    <0.01% of the 13F portfolio, value $437,889.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 23,900 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $563,315.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).